Jeffrey Sarti
Chief Executive Officer at Morton Capital Management LLC
Profile
Mr. Jeffrey Sarti, CFA MBA, is a Chief Executive Officer & Partner at Morton Capital Management LLC.
He has over 24 years of experience.
Mr. Sarti was previously employed as a Portfolio Manager by McKee Investment Management Co., Inc. and a Portfolio Manager by Joel R.
Mogy Investment Counsel, Inc.
He received his undergraduate degree from Stanford University and an MBA from UCLA Anderson School of Management.
Jeffrey Sarti active positions
| Companies | Position | Start |
|---|---|---|
Morton Capital Management LLC
 Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Chief Executive Officer | 31/12/2016 |
Former positions of Jeffrey Sarti
| Companies | Position | End |
|---|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Corporate Officer/Principal | 01/01/2007 |
Joel R. Mogy Investment Counsel, Inc.
 Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance Joel R. Mogy Investment Counsel, Inc. (JMIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Joel R. Mogy in 1976. JMIC provides investment counseling services to individuals, high-net worth individuals, pension and profit-sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | 30/12/2001 |
McKee Investment Management Co., Inc.
 McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | Corporate Officer/Principal | - |
Training of Jeffrey Sarti
| Stanford University | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
McKee Investment Management Co., Inc.
McKee Investment Management Co., Inc. Investment ManagersFinance McKee Investment Management Co., Inc. (MIM) is a Los Angeles-based registered investment advisor that offers customized equity and fixed-income management for institutional and individual clients. | Finance |
Joel R. Mogy Investment Counsel, Inc.
Joel R. Mogy Investment Counsel, Inc. Investment ManagersFinance Joel R. Mogy Investment Counsel, Inc. (JMIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Joel R. Mogy in 1976. JMIC provides investment counseling services to individuals, high-net worth individuals, pension and profit-sharing plans, charitable organizations and corporations. | Finance |
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